Klingman & Associates’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,321
| Closed | -$219K | – | 179 |
|
|
2021
Q1 | $219K | Sell |
8,321
-1,178
| -12% | -$31K | 0.02% | 154 |
|
|
2020
Q4 | $250K | Hold |
9,499
| – | – | 0.03% | 136 |
|
|
2020
Q3 | $252K | Hold |
9,499
| – | – | 0.03% | 125 |
|
|
2020
Q2 | $251K | Sell |
9,499
-660
| -6% | -$17.4K | 0.04% | 111 |
|
|
2020
Q1 | $264K | Buy |
10,159
+700
| +7% | +$18.2K | 0.05% | 102 |
|
|
2019
Q4 | $247K | Sell |
9,459
-1,700
| -15% | -$44.4K | 0.04% | 121 |
|
|
2019
Q3 | $292K | Buy |
11,159
+300
| +3% | +$7.85K | 0.05% | 98 |
|
|
2019
Q2 | $284K | Buy |
10,859
+19
| +0.2% | +$497 | 0.05% | 98 |
|
|
2019
Q1 | $281K | Buy |
10,840
+2,845
| +36% | +$73.8K | 0.05% | 100 |
|
|
2018
Q4 | $205K | Buy |
+7,995
| New | +$205K | 0.05% | 103 |
|